--- title: "Sumac Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sumac Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more." source_url: "https://www.capterra.com/p/144095/Sumac/" page_type: "product" language: "en" --- # Sumac Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sumac ## What is Sumac? ​​Sumac is customizable, all-in-one case management software for social work. Effortlessly manage client intake, service delivery, and reporting. Add extensions—donations, volunteers, grants, memberships, and more—to create a complete CRM tailored to your nonprofit. Fully customizable and scalable, Sumac adapts to your organization’s unique workflows and programs. The software is HIPAA & PIPEDA compliant and includes web-based intake forms, e-signatures, built-in email marketing, and robust reporting—everything you need to manage clients, track outcomes, and grow your impact. Plus, with top-rated live customer support included, your team is never left without help. Sumac is used and loved by human and social service organizations of all sizes including: Child & family services, shelters, human and social services, community services, food banks, health services, hospices, and more. ## What is Sumac used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Donation Management](https://www.capterra.com/donation-management-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/) Overall rating Based on 132 user reviews Reviews sentiment Positive 90% Neutral 7% Negative 3% Starting price $179 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Sumac alternatives Highest Rated [4.8 (73)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,062)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/144095/Sumac/alternatives/) ## FAQs about Sumac Overview ### What problems does Sumac solve? Sumac solves scattered nonprofit data, disorganized donor receipting, and time-consuming reporting by centralizing donors, members, volunteers, clients, and program records in one customizable database. Development staff, administrators, case managers, and membership teams use it to streamline tax receipts, mailings, attendance tracking, referrals, and funder or board reporting. Answer based on 103 reviews Overview ### Which roles and teams benefit most from Sumac? Sumac is most used by nonprofit executives, development teams, and administrative staff who manage donor records, fundraising, and day-to-day operations. Program and volunteer coordinators rely on it to track participant data and activities, while marketing, communications, and arts leadership teams use it to organize outreach, events, and stakeholder relationships. Answer based on 125 reviews Overview ### What company size and industries is Sumac built for? Sumac is built primarily for small organizations, with 97% of reviewers from small businesses, and it serves nonprofit-focused sectors led by Non-Profit Organization Management at 42%. It also fits Civic & Social Organizations at 10% and Fine Art groups at 9%, alongside social services, education, health services, shelters, and community services. Answer based on 132 reviews Features and Usability ### What are the key features of Sumac? Sumac includes a donor database and contact management as core features, along with donation tracking, pledge management, tax receipt generation, and reporting. Differentiating capabilities include customizable fields and forms, case management, membership management, and team-wide data access that keeps donor, client, and volunteer records in one database. Answer based on 58 reviews Pricing ### How much does it cost and what fees or limitations are included? Sumac starts at $179/month flat rate for the Basic Plan, which includes 1,000 contact records, 3 users, and 5 GB of data. There is no free version or free trial listed. Reviewers often call it cost-effective for small nonprofits, though some report difficult reporting and occasional price increases as needs grow. Answer based on 23 reviews Integrations ### Which third-party tools and platforms does Sumac integrate with? Sumac connects natively to Constant Contact, Mailchimp, and QuickBooks Online for email marketing and accounting. These integrations cover common nonprofit operations, linking donor communications and financial records within one system. Answer based on 7 reviews Getting Started and Support ### How easy is it to onboard and train a team on Sumac? Sumac offers live online training, webinars, videos, and documentation, and reviewers often describe onboarding as manageable with responsive one-on-one support. New staff, volunteers, and nontechnical users tend to learn quickly, while admins handling setup, data migration, or customizations usually need more time and guided training. Answer based on 22 reviews Getting Started and Support ### What customer support options does Sumac offer, and how do users rate the experience? Sumac offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, patient, and helpful, with replies sometimes arriving within minutes and phone assistance resolving complex issues. Some users report difficulty getting technical support, gaps in training materials, and occasional frustration with tutorials or remote guidance. Answer based on 58 reviews Ease of use ### How easy is Sumac to learn and use? Sumac works well for nonprofits that need a user-friendly system with flexible setup and strong day-to-day data access. Many staff teams find it easy after initial training, especially for case management and donor records, though first-time setup, deeper customization, and some web forms can feel less intuitive. Answer based on 38 reviews ## Features AI summary Based on 398 Social Work Case Management reviews Capterra data shows that buyers of social work case management software rank the following features as their top priorities: - **HIPAA Compliant** (**77%** of reviewers rated this feature as critical) - **Case Notes** (**71%**) - **Client Management** (**60%**) Sumac supports all three features that reviewers rate most highly: **HIPAA Compliant**, **Case Notes**, and **Client Management**. Together, these capabilities help organizations protect sensitive client information, maintain complete service records, and manage client relationships more effectively, allowing teams to deliver consistent care and stay organized across daily casework. HIPAA Compliant 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Case Notes 5.0 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Client Management 4.9 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Document Management 4.7 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Forms Management 4.4 (12) 100.00% of 12 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Reporting/Analytics 4.5 (12) 91.67% of 12 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Sumac 142 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Alumni Management: Tools that help educational institutions or fundraising organizations connect with alumni - API: Application programming interface that allows for integration with other systems/databases - Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendance Tracking: Track the attendance of specific individuals or groups - Auction Management: Allows businesses to create and manage auctions. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budget Control: Manage and monitor spending to align with the financial constraints or goals - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Categorization/Grouping: Organize and group data or items based on various criteria - Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contribution Tracking: View donor contribution history, track how much money have been raised over time and measure progress - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Import/Export: Import and export data to and from software applications - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Discovery: Search 3rd party databases to identify potential donors - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Dues Management: Track and collect membership dues - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Reminders: Reminders sent via email - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - Event Calendar: A list of events with their respective dates - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Scheduling: Plan an event's time and location - Event Ticketing: Manage tickets for specific events - Financial Reporting: Generate reports to assess the financial performance of an organization - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Fundraising Management: Activities related to raising money for a specific cause - Gift Matching Management: Ability to match gifts through the system - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Application Management: Track and manage the status of grant applications - Grant Management: Monitor application statuses, proposals and award funds - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Historical Trend Analysis: Review data from past periods to reveal recurring tendencies - Impact Measurement: Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. - Intake Management: Activities related to the initial admission of a charge into the organization's care - Interaction Tracking: Track interaction history by documenting conversations for contacts - Medical History Records: Records of patients' medical history - Member Communication: Contact members listed in the database through email, SMS, social, phone, etc. - Member Database: Add, store and access information pertaining to members - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Member Portal: Online gateway through which members can access/update personal information - Member Types: Handle various types of membership based on groupings - Membership Management: Database of members to track personal information of individuals and families - Membership Renewals: Conveniently automatically renew memberships at the end of subscriptions - Mobile Access: Access software remotely via mobile devices - Mobile Giving: Ability to make a donation from a mobile device/app - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Location: Manage and support multiple locations - Online Forms: Create new forms and/or use ready-made online form templates - Online Giving: Outlet for members and visitors to submit donations electronically - Payment Processing: Accept, record, and reconcile financial transactions - Personalization: Adjust communications based on previous interactions or personal preferences - Pledge Management: Track commitments to donate in the future - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Project Time Tracking: Measure time to completion or hours worked for projects - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Recognition Management: Track volunteer performance and award those who exceed certain criteria - Records Management: Ability to record, store, update, and retrieve information - Recurring Giving: Manage and track recurring gifts - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Volunteer Recruiting: Advertise volunteer opportunities and recruit new volunteers - Wait List Management: Record, update and manage waiting lists - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - Website Management: Built-in website builder or integration with third-party site - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (87) 4.0 Based on 87 reviews ## Pricing Value for money 4.3 (82) [View pricing plan details](https://www.capterra.com/p/144095/Sumac/pricing/) Basic Plan $179.00 Flat Rate,Per Month It includes: - support - Training Value for money 4.3 (82) 4.3 Based on 82 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (128) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (128) 4.7 Based on 128 reviews ## User reviews Overall rating 4.4 Based on 132 reviews Filter by rating 5(68) 4(50) 3(10) 2(3) 1(1) Mentioned topic Sorted by most recent AB Andrea B. Residential Coordinator Non-Profit Organization Management ### "User-Friendly, Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 9, 2026 Sumac is a wonderful platform for the case management needs we have at our organization. It is very comprehensive and detailed, with many options to customize to our liking. I would not change a thing about how the profiles are built for client information. It makes use easy and smooth. It is simple to share information across the organization. Pros Sumac is incredibly user-friendly, and in the rare case that an issue were to arise, customer support is prompt, friendly, and very useful. Cons There is little I can say that is poor with Sumac. I am very pleased overall with how the platform functions. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MA Maryam A. YOW Non-Profit Organization Management ### "Powerful Nonprofit CRM with a Learning Curve but Excellent Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 1, 2025 Overall, my experience with Sumac has been positive. Once I got used to the system, it became a powerful tool for managing donor relationships and tracking program outcomes. It’s particularly well-suited for small to medium-sized nonprofits looking for an affordable and comprehensive CRM solution. The software is secure and stable, with regular updates that improve performance. While it takes effort to master, the long-term value is excellent. Pros Sumac is incredibly flexible and customizable, especially for nonprofit organizations. The database structure makes it easy to track donors, clients, and volunteers all in one place. I also appreciate that it integrates with email marketing tools, which has simplified our outreach process. The reporting feature is strong once you learn how to use it, and their customer support team is responsive and patient. Cons It takes a little time to get familiar with all the features, but once you do, it’s very easy to use and saves a lot of time. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RM Rodrigo M. Pograms Manager Individual & Family Services ### "Efficient, Customizable, and Exceptionally Secure" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 27, 2025 Our overall experience with Sumac has been excellent. It has become an essential part of managing and delivering our youth programs, particularly those involving sensitive client information related to the criminal justice system. The platform is secure, reliable, and customizable. Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest level of confidentiality. The support team is incredibly responsive, often replying within minutes whenever assistance is needed. Overall, Sumac has streamlined our operations, improved data security, and strengthened how we serve our clients and meet funder requirements. It’s a system we trust and plan to continue using in the long term. Pros We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back. After an initial year of success, we expanded its use to include our Young Adults Guns, Gangs, and Human Trafficking program and our Mental Health program. Sumac's highly customizable nature made adding new programs and features effortless. From a data management perspective, Sumac provides everything we need at our fingertips, including court letters, referral and registration forms, case notes, and detailed client profiles. The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding; one email away, and their response time is often within minutes. Sumac has become an essential tool for our organization’s service delivery, compliance, and data security. Cons The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently. This requires someone with administrative access, such as myself, to step in and unlock the files. While this feature helps maintain strong data security, it can occasionally cause delays when a manager or administrator isn’t immediately available. Allowing designated staff limited permissions to unlock files could make the process more efficient while still maintaining appropriate safeguards Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) Reasons for choosing Sumac Customer service was excellent, and I loved their customization features; once it was set up, we could add many other programs. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KK Kelley K. Development Associate Non-Profit Organization Management ### "Sumac for data management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 24, 2025 Pros My org uses Sumac for data management. It's easy to enter, update and find information. Overall it's a great tool for managing data efficiently. Cons There are some nuances and sometimes the system can be slow. This is only an issue on occasion and not typically the case. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SS Samantha S. Program Coordinator Alternative Dispute Resolution ### "One Happy Customer!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 23, 2025 Very pleased. it has been easy to create reports for my board of directors on our program stats. And manage my case notes. Pros It is very user friendly! It has been simple to learn how to use throughout all functions. It has been easy to teach others. Cons Nothing so far that I really dislike about this platform. I have found it easy to use and then be able to create manuals on how to use it for future staff. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CJ Chiamaka Juliet U. EPIC case manager Civic & Social Organization ### "All in one" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 23, 2025 Using Sumac has been great so far. It didnt take much time for me to learn it and figure out my way around it. Pros The fact that you can customize it to your programs. Making it very flexible for different programs in the organization. Cons Customization is great, but setting them up can be tricky without support.Also how new tabs keeps opening. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DM Daniela M. Development Director Fund-Raising ### "Development Director" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 22, 2025 Pros The customizable functions, and customer service have been great. Always willing to adjust or work with us for our specific needs. Cons Wish some of the grow your own sections could talk to each other better, allow for more uniformity and connection throughout the database. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HA Hajjra A. Youth Worker Non-Profit Organization Management ### "Highly Customizable and Reliable CRM for Nonprofits" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 October 22, 2025 Overall, Sumac is a reliable and flexible CRM for nonprofits. It offers great customization capabilities that make it adaptable to different organizational needs. With ongoing updates and responsive support, it continues to be a valuable tool for managing programs and client data effectively. Pros Sumac is fairly user-friendly once you understand its layout. There’s a bit of a learning curve at first, but the training resources and customer support make it manageable. Cons Some features could be more intuitive, especially when it comes to generating complex reports or linking modules. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MJ Maryam J. Youth Outreach Worker Non-Profit Organization Management ### "Efficient Case Management and Reporting Tool for Nonprofits" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 22, 2025 My overall experience with Sumac has been positive. It has improved how we document client interactions, manage referrals, and collect data across multiple programs. The interface is user-friendly once you’re familiar with it, and the technical support team is responsive whenever issues come up. Overall, it’s a great tool for nonprofit organizations that want to streamline case management and reporting. Pros Sumac makes client management and reporting much easier. I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient. It’s also helpful for generating reports and analyzing data for funders. Cons At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ZL Zoe L. Director of client services and administration Non-Profit Organization Management ### "Satisfied and taken care of" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 20, 2025 Our overall experience with Sumac has been pleasant. Any employee we have worked with has been pleasant, helpful and willing to learn with us. Pros Sumac has been our first CRM system. It is safe to use. We have been able to generate reports for various reasons. It has multiple sections for us to manage data; donors, volunteers and clients. Our accountant has saved time thanks to the Donors section. Cons It has been a learning curve for us and some employees at Sumac as well. They have been helpful with multiple areas and features but still hasn't been able to generate 100% of the information we need at times. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/144095/Sumac/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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